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Boltwood Capital Management’s Medtronic MDT Stock Holding History

Boltwood Capital Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Buy
6,253
+2,070
+49% +$167K 0.11% 141
2026
Q1 		$362K Buy
4,183
+1,768
+73% +$169K 0.09% 144
2025
Q4 		$232K Buy
+2,415
New +$235K 0.06% 172

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Boltwood Capital Management's MDT Position: Q2 2026 in Review

Boltwood Capital Management increased its Medtronic (MDT) stake by 49% in Q2 2026, buying an estimated $167K and bringing the position to 6,253 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #141.

Boltwood Capital Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Boltwood Capital Management held 6,253 shares of Medtronic worth $489K as of Q2 2026.
  • Boltwood Capital Management bought 2,070 Medtronic shares in Q2 2026, an estimated $167K.
  • Medtronic made up 0.11% of Boltwood Capital Management's portfolio in Q2 2026, its #141 holding.
  • Boltwood Capital Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.